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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $694,916 | $201,259+245.3% | $184,200+277.3% | $145,959+376.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $27,319 | $7,018+289.3% | $6,424+325.3% | $4,661+486.1% |
| Participant deferral / active EE | $23,993 | $9,806+144.7% | $9,132+162.7% | $6,689+258.7% |
| Admin fee / account holder | $92,785 | $16,372+466.7% | $13,907+567.2% | $13,398+592.5% |